Linker Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Linker Capital Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.96M	Hold	10,460	–	–	2%	12
2023 Q1	$1.87M	Hold	10,460	–	–	2.05%	10
2022 Q4	$1.82M	Hold	10,460	–	–	2.09%	11
2022 Q3	$1.73M	Hold	10,460	–	–	2.14%	10
2022 Q2	$1.77M	Hold	10,460	–	–	2.2%	12
2022 Q1	$2.15M	Hold	10,460	–	–	2.14%	13
2021 Q4	$2.33M	Buy	+10,460	New	+$2.36M	2.24%	13

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linker Capital Management's IWM Position: Q2 2023 in Review

Linker Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2023 at 10,460 shares worth $1.96M. The position accounts for 2% of the portfolio, ranked #12.

Linker Capital Management first reported a position in IWM in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.33M in Q4 2021. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Linker Capital Management held 10,460 shares of iShares Russell 2000 ETF worth $1.96M as of Q2 2023.
Linker Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2023.
iShares Russell 2000 ETF made up 2% of Linker Capital Management's portfolio in Q2 2023, its #12 holding.
Linker Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's iShares Russell 2000 ETF position peaked at $2.33M in Q4 2021.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.